About Us

Making a difference to your financial future!
Growing Small Business

We work alongside you for guaranteed results.

India Invest is an enthusiastic team of financial planners who came together with a single objective of making your financial journey hassle-free. Get answers to all your questions including where to invest, how to invest, when to invest and how to get returns on investment with our expert guidance. Both individuals and organizations can benefit with our excellent and conflict free investment management. Our expertise in providing personalized and comprehensive solutions guarantees achievement of your short or long term financial goals. We develop customized financial plans and manage your investments efficiently.
India Invest assesses your current situation and recommends where financial changes can be made to your planning strategy. This ensures plans are consistently aligned to your financial priorities and objectives.
  1. Mutual funds
  2. Equity
  3. Portfolio Management Services
  4. Alternate Investment Funds
  5. Health Insurance Plans
  6. Term Plans – For your life
  7. Life Insurance
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    Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward.

    Best Business Partner in Commodities by Motilal Oswal
    Crossed 3 crores AUM (Asset under Management) with Motilal Oswal
    MDRT – Edelweiss Tokio
    MDRT – Edelweiss Tokio

    Partnerships for authentic experiences.

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    Our Advisors

    Few of our talented gems helping clients to evolve their existing capabilities and embrace new business offerings.
    Poonam Bhavin Desai

    Ms. Poonam Bhavin Desai

    Managing Director

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    Bhavin U Desai

    Bhavin U Desai

    Chief Operations Officer - Wealth Creation

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    Jan Whitfield

    Position

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    0
    Years in Business
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    Clients and Partners
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    Crore invested

    At India Invest.com – we make your money grow and ensure to give you ₹ confidence.

    The major benefits of financial planning:

    1. Achieve your life’s most important goals with confidence.
    2. Ensure that the risks of you and your family are covered.
    3. Providing the right investment options.

    Awards

    For our innovative excellence and consistent performance in the financial strategies and activities for our clients.
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    Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

    2018
    Lorem Ipsum is simply dummy text of the printing and typesetting industry.

    Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

    2018
    Lorem Ipsum is simply dummy text of the printing and typesetting industry.

    Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

    2018
    Lorem Ipsum is simply dummy text of the printing and typesetting industry.

    Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

    2018
    Lorem Ipsum is simply dummy text of the printing and typesetting industry.

    Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

    2018
    Lorem Ipsum is simply dummy text of the printing and typesetting industry.

    Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

    2018

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